What reports to run for month end reporting
Customer & sales reports:
- Reports menu
- Customer ageing report: the system syncs both invoices and credits to Xero, and import payments made on invoices and credits. To the up-to-date/true figures, use Xero.
- Daily sales report
- Invoice details report
- Or, backorders report
Stock reports:
- Reports menu:
- Inventory levels report
- Stock ageing report
Purchase reports:
- Reports menu:
- Supplier ageing report: similar to "Customer ageing report" above
- Purchase by supplier, then click to view "Group by invoices"
- All reports page:
- Outstanding purchase orders
